See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,850 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,458 | $70,908+148.9% | $98,907+78.4% | $73,488+140.1% |
| Participation rate | 96.2% | 73.8%+22.4pp | 76.0%+20.1pp | 70.7%+25.5pp |
| Annual return | 13.55% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,544 | $2,036-24.2% | $2,689-42.6% | $2,270-32.0% |
| Participant deferral / active EE | $5,131 | $3,500+46.6% | $4,244+20.9% | $3,740+37.2% |
| Admin fee / account holder | $59 | $535-88.9% | $6,642-99.1% | $513-88.4% |